+225.9%
VIK vs RPRX
+132.6%
+93.3%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | 0.0% | -3.4% | -3.4% |
| 7D | -0.8% | -4.0% | +3.2% | +0.2% |
| 30D | -18.0% | +4.9% | -23.0% | -19.5% |
| 3M | -5.8% | +9.4% | -15.2% | -8.9% |
| 6M | +17.2% | +33.3% | -16.1% | +6.1% |
| YTD | +19.1% | +59.0% | -39.8% | +3.1% |
| 1Y | +33.6% | +69.2% | -35.6% | +13.2% |
| All | +225.9% | +132.6% | +93.3% | +155.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RPRX.
Daily Out/Under-Performance
Portfolio return minus RPRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RPRX return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded RPRX wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling